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Triumph Capital Management’s Evertec EVTC Stock Holding History

Triumph Capital Management’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667 Hold
24
– – ﹤0.01% 1703
2026
Q1 		$677 Hold
24
– – ﹤0.01% 1671
2025
Q4 		$698 Buy
+24
New +$713 ﹤0.01% 1612

Other funds holding EVTC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Triumph Capital Management's EVTC Position: Q2 2026 in Review

Triumph Capital Management held its Evertec (EVTC) position steady in Q2 2026 at 24 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Triumph Capital Management first reported a position in EVTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $698 in Q4 2025. 27 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Triumph Capital Management held 24 shares of Evertec worth $667 as of Q2 2026.
  • Triumph Capital Management left its Evertec share count unchanged in Q2 2026.
  • Evertec made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1703 holding.
  • Triumph Capital Management first reported a position in Evertec in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Evertec position peaked at $698 in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.